RPM 360 · Staff resources
Practical guidance for a consistent workflow.
Use these principles alongside your practice’s approved policies, source systems, and escalation pathways.
Daily workflow
- Open the assigned case using the approved non-identifying reference.
- Review the active stage and required checks.
- Confirm facts in the practice’s approved EHR, payer, insurance, or payment system.
- Record status, owner, a concise note, and a non-identifying evidence reference when appropriate.
- Route blocked items through the practice’s established escalation process.
Operational notes
Keep notes brief, factual, and focused on the workflow. Describe what remains to be done, who owns the follow-up, and when it should be revisited. Avoid copying source-system text or identifiers into the plugin.
Blocked and not applicable
Use the correct status under your practice’s rules. Explain the operational reason and next owner. A blocked item is not a completed check; do not infer a payer or clinical decision.
Measure in context
Review rates with the timeframe, sample size, definitions, workload, shift coverage, and case mix. The workflow measures show recorded process activity; they do not prove that the tool alone caused a financial or clinical outcome.
Privacy and security essentials
- Never enter patient names, dates of birth, member IDs, diagnoses, clinical details, or source-document images in the standalone plugin.
- Keep identity and reference-code mapping in the practice’s approved system.
- Use individual accounts, protect passwords, and sign out on shared devices.
- Follow practice policies for suspected privacy or security incidents; do not use this public page to report patient details.
This Resources page is public and contains general guidance only. Practice-specific training materials or confidential information should be shared through an approved, access-controlled channel. See Welcome for staff orientation or Home for the pilot overview.